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Arrange your own pension with APG’s MyFund

APG

The goal: develop a user-friendly customer portal

To develop an effective white-label customer portal that allows participants to easily access and arrange their affairs. The MyFund digital environment is the central hub in the channel mix of APG’s pension funds.

The challenge: modular structure

APG pension funds and their participants have varying business and user requirements in various fields, making a one-size-fits-all solution not an option. That’s why the MyFund portal is built in a modular way.

Our approach: design and front-end support

APG developed the portal with Scrum principles, and with the support of Mirabeau in the field of UX and interaction design and front-end. Due to the major impact of the project the portal was built in three phases: inception, design and development.

APG MyFund

Good communication with participants is decisive for successful pension fundsAPG

The result: optimal online service via customer portal

Smaller pension funds previously only had a limited customer portal or none at all. With the new responsive MyFund portal, all funds can now provide full online services. Participants are always kept up-to-date via their preferred channel. This set-up realizes major savings in the customer contact center. The new portal also facilitates cost efficiencies and more effective updates and releases.

The details: the pension wizard

One of the most complex customer journeys involving retirement is the actual pension request. By means of user-centered design we developed a pension wizard with three different entry points: (I) giving users the opportunity to explore ‘scenarios’ like ‘stopping work sooner’; (II) the preconfiguring of the wizard’s options based on a minimum pension amount and (III) the ability for users to compose their own pension, without pre-provided entries.

Do you want to know more about this case or our other work in the Financial Services Industry? Contact Martijn de Koning, Client Director at Mirabeau.

Martijn de Koning, Client Director & Lead Financial Services Industry Martijn helps organizations in an entrepreneurial, creative and strategic way in the digital domain. Get in touch